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4588.TW$57.90-0.17%
Fair $57.90+0.0%

4588.TW

Arch Meter Corporation

Industrials / Electrical Equipment & PartsTaiwan

$57.90

-0.10 (-0.17%)

Fairly Valued+0.0%Fair Value $57.90Fund rank 22/100 · Data gapFallback financials|
SA 31/D
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $168.8M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

31/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4588.TWLocal privado en este navegador · Arch Meter Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.5B

P/E

18.2x

↑

EV/EBITDA

13.5x

↑

ROE

14.8%

↑

Gross Margin

33.2%

↑

Debt/Equity

0.95

↑
52-Week Range$58
$53$83

TradingView lightweight chart

4588.TW price, volumen y niveles de valoración

Último $57.90Periodo +47.7%
Fair value: $57.90

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+8.7%

FCF CAGR

—

FCF margin

18.3%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $920.3M · net income $137.4M · FCF $168.8M

2022-FY → 2025-FY

Gross margin

33.2%+1.9% pts

Operating margin

19.8%+0.6% pts

Net margin

14.9%+0.5% pts

FCF margin

18.3%+45.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$920.3M$920.3M$1.07B$1.04B$715.6M
Net Income$137.4M$137.4M$179.8M$156.8M$103.2M
EBITDA$223.2M$223.2M$272.9M$230.6M$156.3M
EPS——4.194.002.66
Gross Margin33.2%33.2%35.1%30.0%31.3%
Operating Margin19.8%19.8%22.5%20.0%19.2%
Net Margin14.9%14.9%16.8%15.1%14.4%
Balance Sheet
Debt/Equity0.950.950.911.681.10
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$168.8M$168.8M$239.6M$-426.7M$-197.5M
Returns
ROE14.8%14.8%19.6%24.8%20.1%
Valuation
P/E18.2118.2120.2118.9815.86
EV/EBITDA13.4913.4915.1116.4312.62
P/B2.682.683.954.713.19
Growth & Yield
Revenue Growth-14.1%-14.1%3.3%44.9%—
EPS Growth——4.8%50.4%—
Dividend Yield5.1%5.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -23.4%

Total return

-23.4%

Start / end P/E

n/dx → n/dx

EPS bridge

4.19 → n/d

Residual

-28.5%

EPS growthn/d
Multiple reratingn/d
Dividend+5.1%
Residual / FX / buybacks / cross-term-28.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.